Vanguard Esg Stock Etf Profile
| ESGV Etf | USD 106.14 0.52 0.49% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Vanguard ESG is selling for under 106.14 as of the 24th of November 2024; that is 0.49 percent up since the beginning of the trading day. The etf's lowest day price was 105.65. Vanguard ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Vanguard ESG Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of August 2024 and ending today, the 24th of November 2024. Click here to learn more.
The adviser attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index. ESG US is traded on BATS Exchange in the United States.. More on Vanguard ESG Stock
Moving together with Vanguard Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.93 | VIG | Vanguard Dividend | PairCorr |
| 1.0 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 | PairCorr |
Moving against Vanguard Etf
Vanguard Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Broad Equity ETFs, Strategy ETFs, Large Blend, Vanguard (View all Sectors) |
| Issuer | Vanguard |
| Inception Date | 2018-09-18 |
| Benchmark | FTSE US All Cap Choice Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 10.05 Billion |
| Average Trading Valume | 233,908.7 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Vanguard Group, Inc. |
| Advisor | The Vanguard Group, Inc. |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | Vanguard Marketing Corporation |
| Portfolio Manager | William Coleman, Gerard O'Reilly |
| Transfer Agent | The Vanguard Group, Inc. |
| Fiscal Year End | 30-Apr |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 2,773 |
| Market Maker | Latour Trading |
| Total Expense | 0.09 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 25.83 |
| Name | Vanguard ESG US Stock |
| Currency Code | USD |
| Open Figi | BBG00M0P2RX7 |
| In Threey Volatility | 18.31 |
| 1y Volatility | 12.99 |
| 200 Day M A | 96.2343 |
| 50 Day M A | 102.75 |
| Code | ESGV |
| Updated At | 24th of November 2024 |
| Currency Name | US Dollar |
Vanguard ESG Stock [ESGV] is traded in USA and was established 2018-09-18. The fund is listed under Large Blend category and is part of Vanguard family. The entity is thematically classified as Broad Equity ETFs. Vanguard ESG Stock currently have 5.29 B in assets under management (AUM). , while the total return for the last 3 years was 8.1%.
Check Vanguard ESG Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard ESG Stock Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Vanguard ESG Stock Currency Exposure
Vanguard ESG Stock holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Vanguard ESG will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Vanguard ESG Stock.
Top Vanguard ESG Stock Etf Constituents
| VZ | Verizon Communications | Stock | Communication Services | |
| MA | Mastercard | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
Vanguard ESG Stock Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1094 | |||
| Jensen Alpha | 0.0012 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.01) |
Vanguard ESG Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Vanguard ESG Stock. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in price. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
The market value of Vanguard ESG Stock is measured differently than its book value, which is the value of Vanguard that is recorded on the company's balance sheet. Investors also form their own opinion of Vanguard ESG's value that differs from its market value or its book value, called intrinsic value, which is Vanguard ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vanguard ESG's market value can be influenced by many factors that don't directly affect Vanguard ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vanguard ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.